The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APPIAN CORP | CL A | 03782L101 | 24,667 | 604,139 | SH | SOLE | 604,139 | 0 | 0 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 5,402 | 725,139 | SH | SOLE | 725,139 | 0 | 0 | ||
FERGUSON PLC NEW | SHS | G3421J106 | 2,381 | 23,133 | SH | SOLE | 23,133 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 11,464 | 188,652 | SH | SOLE | 188,652 | 0 | 0 | ||
LGI HOMES INC | COM | 50187T106 | 9,792 | 120,344 | SH | SOLE | 120,344 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 11,738 | 408,257 | SH | SOLE | 408,257 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 23,881 | 1,902,876 | SH | SOLE | 1,902,876 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 17,490 | 167,204 | SH | SOLE | 167,204 | 0 | 0 | ||
RH | COM | 74967X103 | 11,049 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
THREDUP INC | CL A | 88556E102 | 3,881 | 2,109,312 | SH | SOLE | 2,109,312 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 12,586 | 589,491 | SH | SOLE | 589,491 | 0 | 0 |